See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,277 | $52,279-53.6% | $89,391-72.8% | $79,858-69.6% |
| Participation rate | 57.9% | 57.5%+0.4pp | 68.0%-10.1pp | 69.6%-11.7pp |
| Annual return | 20.57% | 22.16%-1.6pp | 245.62%-225.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,492 | $1,572-5.0% | $2,586-42.3% | $2,471-39.6% |
| Participant deferral / active EE | $2,221 | $2,740-19.0% | $3,890-42.9% | $3,740-40.6% |
| Admin fee / account holder | $2,719 | $3,356-19.0% | $4,881-44.3% | $5,306-48.8% |